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Updating Your Product List in HubSpot

A Step-by-Step Guide to Managing Product Interest Properties

Overview

If you’re migrating to the new HubSpot format and encountering difficulties while adding new product items to the "Product Interest" custom property, you're not alone. This article will guide you through the steps to successfully update your product list.

Step-by-Step Guide

1. Access HubSpot Settings

  • Begin by logging into your HubSpot dashboard.
  • Click on the settings icon in the upper right corner.

2. Locate Properties

  • In the left sidebar of the settings page, select Properties.

3. Choose Contact Properties

  • Ensure you are viewing Contact Properties, which is typically set by default.

4. Search for "Product Interest"

  • In the search bar, type in "Product Interest" and select the property from the results.

5. Edit Property Settings

  • Click on the name of the "Product Interest" property to access its configuration settings.

6. Add New Product Options

  • Scroll to the Field Type section and click on + Add Option.
  • Here, you will enter both the LABEL (the name that appears to users) and the INTERNAL NAME (the name used in the backend).
    • Important: The internal name must remain consistent with previously established options, as it cannot be changed once set.

7. Remove Unused Options (Optional)

  • If there are any options that are no longer needed, you can delete them—just be sure that no contacts are currently associated with these options.

8. Save Your Changes

  • After making the necessary updates, click Save in the top-right corner to finalize your changes.

Troubleshooting Tips

  • If you don’t see your changes take effect immediately, review any restrictions or dependencies that may be affecting the properties you modified.
  • Confirm that all changes have been saved correctly and are in line with your existing CRM configuration.

Need More Help?

If you continue to experience challenges or wish to provide feedback, please visit the HubSpot Ideas forum for further assistance.